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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

369 hedge funds and large institutions have $2.05B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 130 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

13% more capital invested

Capital invested by funds: $1.82B → $2.05B (+$233M)

1.64% more ownership

Funds ownership: 74.94% → 76.58% (+1.6%)

1% more funds holding

Funds holding: 364 → 369 (+5)

4% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 135

Holders
369
Holders Change
+5
Holders Change %
+1.37%
% of All Funds
5.3%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
36
Increased
130
Reduced
135
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BEI
Benjamin Edwards Inc
Missouri
+$83.5M
2
Stifel Financial
Stifel Financial
Missouri
+$60.7M
3
TCM
Tradewinds Capital Management
Washington
+$26.8M
4
CIM
Confluence Investment Management
Missouri
+$26M
5
IAIM
International Assets Investment Management
Florida
+$17.8M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$25.2M
2
AWM
AE Wealth Management
Kansas
-$16.3M
3
BWG
Balanced Wealth Group
Ohio
-$9.61M
4
FIA
Foundations Investment Advisors
Arizona
-$8.21M
5
Osaic Holdings
Osaic Holdings
Arizona
-$7.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
276
Beaumont Financial Advisors
Massachusetts
$222K – – –
ST
277
Somerset Trust
Pennsylvania
$222K -$2.05K -24 -0.9%
AWA
278
Arete Wealth Advisors
Illinois
$220K -$67.3K -788 -24%
KWA
279
Kingswood Wealth Advisors
California
$213K +$1.62K +19 +0.8%
VFA
280
Valeo Financial Advisors
Indiana
$212K +$1.88K +22 +0.9%
HPM
281
Hudson Portfolio Management
New York
$205K +$199K +2,331 New
CTFG
282
Capstone Triton Financial Group
Oklahoma
$204K +$199K +2,328 New
RIS
283
Retirement Income Solutions
Michigan
$204K +$198K +2,322 New
DAS
284
Dynamic Advisor Solutions
Arizona
$204K +$198K +2,320 New
GT
285
Greenleaf Trust
Michigan
$203K +$197K +2,308 New
US Bancorp
286
US Bancorp
Minnesota
$193K +$15.9K +186 +9%
PGAM
287
Princeton Global Asset Management
New Jersey
$185K – – –
SWA
288
SOA Wealth Advisors
New York
$178K +$342 +4 +0.2%
PTC
289
Private Trust Company
Ohio
$170K +$3.59K +42 +2%
TAM
290
Tucker Asset Management
Colorado
$168K – – –
MCM
291
MidAtlantic Capital Management
Virginia
$163K – – –
CFD
292
Creative Financial Designs
Indiana
$161K +$171 +2 +0.1%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$157K – – –
TFGT
294
TS Financial Group (TSFG)
Illinois
$123K – – –
HCM
295
Hollencrest Capital Management
California
$114K – – –
UFAC
296
Urban Financial Advisory Corp
Illinois
$112K +$109K +1,280 New
AIM
297
Arcadia Investment Management
Michigan
$110K -$12.8K -150 -11%
DFA
298
DHJJ Financial Advisors
Illinois
$107K – – –
FFA
299
Farther Finance Advisors
California
$99.8K +$68.8K +806 +243%
IHWM
300
Iron Horse Wealth Management
Iowa
$95.1K -$598 -7 -0.6%
10 11
12
13 14

MDYG Hedge Fund Activity: Q3 2024 in Review

369 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2024, worth a combined $2.05B — up 13% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MDYG positions and 29 closed out — a net gain of 7 holders — while 130 added to existing stakes and 135 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $83.5M. The largest seller was Financial Engines Advisors, cutting an estimated $25.2M.

  • 369 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2024, up from 364 in Q2 2024.
  • Funds reported $2.05B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 36 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2024 and 29 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $83.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2024 was Financial Engines Advisors, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2024.